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Sun Life Financial’s Halliburton HAL Stock Holding History

Sun Life Financial’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-512
Closed -$11K – 254
2021
Q1 		$11K Sell
512
-9
-2% -$188 ﹤0.01% 378
2020
Q4 		$10K Sell
521
-11
-2% -$171 ﹤0.01% 365
2020
Q3 		$6K Buy
532
+8
+2% +$116 ﹤0.01% 430
2020
Q2 		$7K Buy
524
+13
+3% +$140 ﹤0.01% 354
2020
Q1 		$4K Sell
511
-6
-1% -$104 ﹤0.01% 400
2019
Q4 		$13K Sell
517
-200
-28% -$4.22K ﹤0.01% 276
2019
Q3 		$14K Buy
717
+5
+0.7% +$103 ﹤0.01% 453
2019
Q2 		$16K Sell
712
-773
-52% -$20.1K ﹤0.01% 424
2019
Q1 		$44K Sell
1,485
-935
-39% -$28.2K 0.01% 366
2018
Q4 		$64K Buy
2,420
+6
+0.2% +$202 0.01% 346
2018
Q3 		$98K Buy
2,414
+39
+2% +$1.61K 0.02% 339
2018
Q2 		$107K Buy
2,375
+2,188
+1,170% +$109K 0.02% 320
2018
Q1 		$3.99K Sell
187
-1,719
-90% -$84.8K 0.04% 155
2017
Q4 		$93K Sell
1,906
-4,436
-70% -$196K 0.01% 198
2017
Q3 		$292K Sell
6,342
-112
-2% -$4.69K 0.03% 185
2017
Q2 		$276K Buy
6,454
+6,431
+27,961% +$295K 0.03% 180
2017
Q1 		$467 Buy
+23
New +$1.24K ﹤0.01% 180

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sun Life Financial's HAL Position: Q2 2021 in Review

Sun Life Financial sold out of Halliburton (HAL) in Q2 2021, closing a stake of 512 shares — an estimated $11K sold.

Sun Life Financial first reported a position in HAL in Q1 2017 and held it in 17 quarters. The position peaked at $292K in Q3 2017. 681 funds tracked by Wall St. Rank hold HAL as of Q2 2021.

  • Sun Life Financial reported no remaining Halliburton position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 512 Halliburton shares in Q2 2021, an estimated $11K.
  • Sun Life Financial first reported a position in Halliburton in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Halliburton position peaked at $292K in Q3 2017.
  • 681 funds tracked by Wall St. Rank held Halliburton as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.